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新IT概念

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總覽新聞資訊

A 股半導體市值榜單：中芯國際領銜，AI 芯片企業成 A 股半導體市值增長新引擎

小米集團午前漲超3% 富瑞預計首季業績優於預期

小米集團-WR盤中異動股價大漲3.10%

小米集團-W午前漲超3% 富瑞預計其首季業績勝預期

港股異動中芯國際跌超3% 今日將披露一季報報道稱特朗普計劃取消AI芯片限制

小米集團-W盤中異動股價大漲3.09%報51.650港元

小米集團-W上漲2.1%，報51.15元/股

金山雲(03896)上漲2.01%，報7.6元/股

港股科網股盤中拉昇，小米集團、騰訊控股均漲超2%，阿里巴巴、舜宇光學科技漲1.6%，商湯、瑞聲科技、快手均漲超1%。

港股異動 | 中芯國際(00981)跌超3% 今日將披露一季報報道稱特朗普計劃取消AI芯片限制

港股芯片股震盪下挫，地平線機器人(09660.HK)跌超4.4%，中芯國際(00981.HK)跌近3%，貝克微(0214

聯想楊元慶：全球化不會逆轉，企業需要適應新挑戰

中国新闻网

【港股異動丨半導體股走低，中芯國際跌超3%】港股半導體股普遍下跌，其中，龍頭中芯國際跌超3%，中電華大科技跌1.4%，華虹半導體、上海復旦、芯智控股跟跌。消息上，據知情人士透露，特朗普政府計劃取消拜登時代的人工智能芯片限制。美國商務部發言人表示：“拜登的人工智能規則過於複雜、官僚主義，會阻礙美國的創新。我們將用一個簡單得多的規則來取代它，這個規則將釋放美國的創新能力，並確保美國在人工智能領域的主導地位。” 值得注意的是，知情人士稱，在制定新規則期間，美國商務部將繼續嚴格執行芯片出口限制。

小米SU7 Ultra量產版正在挑戰紐北賽道

聯想AIPC銷量破百萬臺，服務器收入增長172%

熱搜第一！小米汽車，深夜致歉！

中国基金报

聯想劉軍：聯想AI PC累計銷量已突破100萬台

小米汽車就SU7 Ultra雙風道機蓋爭議致歉未交付訂單將提供限時改配服務

阿斯达克财经

CPO光模塊概念走強長飛光纖光纜(06869)漲6.91% 據報特朗普政府計劃取消拜登時代AI芯片限制

中芯國際盤中異動快速下跌3.03%報44.800港元

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股價大漲3.10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2533466159","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533466159?lang=zh_tw&edition=fundamental","pubTime":"2025-05-08 11:57","pubTimestamp":1746676652,"startTime":"0","endTime":"0","summary":"2025年05月08日临近午盘11时57分，小米集团-WR股票出现波动，股价快速拉升3.10%。小米集团-WR股票所在的电讯设备行业中，整体涨幅为1.26%。消息层面，截至11时57分，《交银国际：首予小米集团-W“买入”评级 目标价60港元》资讯为影响小米集团-WR的重要信息。该信息摘要如下：交银国际发布研报称，首予小米集团-W“买入”评级，预测今明两年集团总收入分别年增33%及20%，经调整净利润分别为381及503亿元人民币，对应每股盈利分别1.51及1.98元人民币。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508115734a6d71cca&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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富瑞預計其首季業績勝預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2533714945","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533714945?lang=zh_tw&edition=fundamental","pubTime":"2025-05-08 11:54","pubTimestamp":1746676440,"startTime":"0","endTime":"0","summary":"　　小米集团-W午前股价上涨3.39%，现报51.80港元，成交额47.36亿港元。　　小米集团将于5月27日发布一季度业绩。富瑞预计小米集团年首季业绩胜预期，主要得益于人工智能物联网业务。报告指，预期今年首季，小米电动车SU7的销量将按季升9%至约7.4万辆，平均售价则持平。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-05-08/doc-inevvnkx2679639.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0348827113.USD","LU1323998911.USD","LU0823397103.USD","LU0708995583.HKD","LU2097828714.EUR","LU0143863198.USD","LU2097828557.USD","LU1981816686.USD","LU0348825331.USD","LU0345775950.USD","LU1794554557.SGD","81810","LU1328277881.USD","LU0823413587.USD","LU2476274720.SGD","LU0039217434.USD","LU0456827905.SGD","LU0348816934.USD","LU2399975544.HKD","LU0164880469.USD","LU0348814723.USD","LU2476274308.USD","LU1880383366.USD","LU0211977185.USD","LU2097828474.EUR","LU2097828805.USD","LU0359202008.SGD","LU2039709279.SGD","XIACY","HXXD.SI","LU0531971595.HKD","LU0327786744.USD","LU0611395673.USD","LU0417516738.SGD","LU0797268264.HKD","LU1813983027.USD","LU1303224171.USD","LU1023057109.AUD","LU1868838027.USD","LU1961090484.USD","LU0307460666.USD","LU0823039010.USD","LU0871576103.HKD","LU0561508036.HKD","LU0345776255.USD","01810","LU0499858602.USD","BK1575","BK1607","LU0918141705.HKD"],"gpt_icon":0},{"id":"2533498649","title":"港股異動 中芯國際跌超3% 今日將披露一季報 報道稱特朗普計劃取消AI芯片限制","url":"https://stock-news.laohu8.com/highlight/detail?id=2533498649","media":"金融界","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533498649?lang=zh_tw&edition=fundamental","pubTime":"2025-05-08 11:52","pubTimestamp":1746676377,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中芯国际(00981)跌超3%，截至发稿，跌3.03%，报44.8港元，成交额26.82亿港元。消息面上，中芯国际今日将举行董事会会议，旨在批准刊发公司截至2025年3月31日止三个月未经审计业绩公告。另据报道，特朗普政府计划取消拜登时代的人工智能芯片限制，该政策原定于5月15日生效，但目前尚未最终确定。特朗普政府认为拜登时代的限制过于复杂，阻碍美国创新，拟以更简化的规则替代，而目标仍是“巩固美国在AI领域的主导”。本文源自：智通财经网","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050811560094f00105&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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11:40","pubTimestamp":1746675649,"startTime":"0","endTime":"0","summary":"2025年05月08日临近午盘11时40分，小米集团-W股票出现波动，股价快速上涨3.09%。截至发稿，该股报51.650港元/股，成交量8796.64万股，换手率0.41%，振幅3.99%。资金方面，该股资金流入23.2259亿港元，流出16.1555亿港元。小米集团-W股票所在的电讯设备行业中，整体涨幅为0.99%。按照Canalys的数据，一季度小米成为中国市场的大赢家，销量同比增长了40%，份额提升至19%，以1330万台的销量，排第一名。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508114051a6d71989&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:09","pubTimestamp":1746673762,"startTime":"0","endTime":"0","summary":"5月8日，小米集团-W(01810)盘中上涨2.1%，截至10:58，报51.15元/股，成交32.82亿元。小米集团是一家主要以手机、智能硬件和IoT平台为核心的互联网公司，产品包括智能手机、IoT和生活消费产品、互联网服务产品。公司的商业模式由创新、高质量的硬件，高效新零售和丰富的互联网服务三个相互协作的支柱组成，致力于降低运营成本并提升效率。截至2024年年报，小米集团-W营业总收入3659.06亿元、净利润236.58亿元。5月7日，交银国际证券首次给予买入评级,目标价60港元。5月27日，小米集团-W将披露2025财年一季报。本文源自：金融界作者：行情君","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250508111216a6d713a5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:06","pubTimestamp":1746673598,"startTime":"0","endTime":"0","summary":"5月8日，金山云(03896)盘中上涨2.01%，截至11:06，报7.6元/股，成交3.42亿元。金山云控股有限公司以提供全球范围内的云服务为主营业务，构建了一整套的云计算基础架构和运营体系，服务领域涉及互联网、公共服务、数字健康、金融等多个领域。公司运用大数据、人工智能和边缘计算等高新技术，为500余家优质客户提供超过150种解决方案，并于2020年和2022年分别在美股和港股完成上市。截至2024年年报，金山云营业总收入77.85亿元、净利润-19.67亿元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/05/08110650215783.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK4607","KC","LU0348766576.USD","BK1607","BK1526","03888","BK1531","BK4608","03896","BK1613","BK1518","BK4116","BK1134","BK4526","BK4563","BK1517","BK1104","BK1589","LU0348767384.USD","BK1586"],"gpt_icon":0},{"id":"2533910673","title":"港股科網股盤中拉昇，小米集團、騰訊控股均漲超2%，阿里巴巴、舜宇光學科技漲1.6%，商湯、瑞聲科技、快手均漲超1%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2533910673","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533910673?lang=zh_tw&edition=fundamental","pubTime":"2025-05-08 11:06","pubTimestamp":1746673594,"startTime":"0","endTime":"0","summary":"港股科网股盘中拉升，小米集团、腾讯控股均涨超2%，阿里巴巴、舜宇光学科技涨1.6%，商汤、瑞声科技、快手均涨超1%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/08110650215770.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU0823426480.USD","HSCEI","02018","LU2242644610.SGD","LU1282649067.USD","LU1993786604.SGD","SG9999001689.USD","LU0786609619.USD","LU0164872284.USD","IE0003895053.USD","LU0143863784.USD","BK1607","SG9999000418.SGD","LU0588545490.SGD","LU0985320562.USD","80700","TCEHY","LU0348816934.USD","BK1590","SG9999017495.SGD","LU2097828474.EUR","HSTECH","00700","LU2097828714.EUR","HTCD.SI","IE0032431581.USD","SGXZ31699556.SGD","BK1575","LU0828238088.HKD","BK1609","LU1046422090.SGD","BK4534","LU0572940350.SGD","02382","LU1046421795.USD","IE0008368742.USD","BK1586","YANG","80020","81024","LU1282648689.USD","BK1521","LU0456842615.SGD","LU2045819591.USD","00020","09988","LU0605514214.HKD","BABA"],"gpt_icon":0},{"id":"2533910813","title":"港股異動 | 中芯國際(00981)跌超3% 今日將披露一季報 報道稱特朗普計劃取消AI芯片限制","url":"https://stock-news.laohu8.com/highlight/detail?id=2533910813","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533910813?lang=zh_tw&edition=fundamental","pubTime":"2025-05-08 11:04","pubTimestamp":1746673455,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中芯国际(00981)跌超3%，截至发稿，跌3.03%，报44.8港元，成交额26.82亿港元。消息面上，中芯国际今日将举行董事会会议，旨在批准刊发公司截至2025年3月31日止三个月未经审计业绩公告。另据报道，特朗普政府计划取消拜登时代的人工智能芯片限制，该政策原定于5月15日生效，但目前尚未最终确定。特朗普政府认为拜登时代的限制过于复杂，阻碍美国创新，拟以更简化的规则替代，而目标仍是“巩固美国在AI领域的主导”。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5a6d2b591a20c96da3afbc1ee35d4297","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1290644.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688981","SGXZ49509284.SGD","LU1064130708.USD","SGXZ81163826.USD","BK1610","LU2148510915.USD","LU1064131003.USD","BK0214","BK1614","00981","BK1607","BK1163","BK1526"],"gpt_icon":0},{"id":"2533912033","title":"港股芯片股震盪下挫，地平線機器人(09660.HK)跌超4.4%，中芯國際(00981.HK)跌近3%，貝克微(0214","url":"https://stock-news.laohu8.com/highlight/detail?id=2533912033","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533912033?lang=zh_tw&edition=fundamental","pubTime":"2025-05-08 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10:36","pubTimestamp":1746671806,"startTime":"0","endTime":"0","summary":"5月7日，2025联想创新科技大会在上海举行，吸引行业人士观展。杨元庆表示，应对高关税影响对联想来说不是新鲜事，之前一些国家也有高关税，企业都想办法应对。他认为，目前关税的这些困扰，可能对于大多数国际化企业来说都是一个挑战，但全球化不会因此逆转，全球化大趋势不会发生根本性改变，企业需要适应出现的新挑战。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025050810371194efeb85&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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消息上，據知情人士透露，特朗普政府計劃取消拜登時代的人工智能芯片限制。美國商務部發言人表示：“拜登的人工智能規則過於複雜、官僚主義，會阻礙美國的創新。我們將用一個簡單得多的規則來取代它，這個規則將釋放美國的創新能力，並確保美國在人工智能領域的主導地位。” 值得注意的是，知情人士稱，在制定新規則期間，美國商務部將繼續嚴格執行芯片出口限制。","url":"https://stock-news.laohu8.com/highlight/detail?id=2533914793","media":"金融界","labels":["policyRegulatory","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533914793?lang=zh_tw&edition=fundamental","pubTime":"2025-05-08 10:20","pubTimestamp":1746670835,"startTime":"0","endTime":"0","summary":"港股半导体股普遍下跌，其中，龙头中芯国际跌超3%，中电华大科技跌1.4%，华虹半导体、上海复旦、芯智控股跟跌。 消息上，据知情人士透露，特朗普政府计划取消拜登时代的人工智能芯片限制。美国商务部发言人表示：“拜登的人工智能规则过于复杂、官僚主义，会阻碍美国的创新。我们将用一个简单得多的规则来取代它，这个规则将释放美国的创新能力，并确保美国在人工智能领域的主导地位。” 值得注意的是，知情人士称，在制定新规则期间，美国商务部将继续严格执行芯片出口限制。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/08102050214802.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory,movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["SGXZ81163826.USD","00981","BK1163","BK4614","159582","LU0708995583.HKD","BK1162","BK1607","159813","BK1526","LU1064130708.USD","SG9999006597.SGD","LU0052750758.USD","LU2148510915.USD","01385","LU0320764599.SGD","BK1610","BK1589","HSCEI","02166","00085","688981","01347","BK0214","BK1614","161631","LU1064131003.USD","YANG","SGXZ49509284.SGD","IE0034224299.USD"],"gpt_icon":0},{"id":"2533911758","title":"小米SU7 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長飛光纖光纜(06869)漲6.91% 據報特朗普政府計劃取消拜登時代AI芯片限制","url":"https://stock-news.laohu8.com/highlight/detail?id=2533491938","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2533491938?lang=zh_tw&edition=fundamental","pubTime":"2025-05-08 09:52","pubTimestamp":1746669153,"startTime":"0","endTime":"0","summary":"金吾财讯 | CPO光模块概念走强，长飞光纤光缆(06869)涨6.91%，中兴通讯(00763)跟涨0.73%。对应A股方面，长飞光纤(601869)涨6.25%，中兴通讯(000063)涨0.7%。据报道，特朗普政府计划取消拜登时代的人工智能芯片限制，该政策原定于5月15日生效，但目前尚未最终确定。特朗普政府认为拜登时代的限制过于复杂，阻碍美国创新，拟以更简化的规则替代，而目标仍是“巩固美国在AI领域的主导”。拜登政府此前出台的出口管制政策将国家划分为三大类，以监管英伟达公司等企业的芯片出口。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958307","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999006597.SGD","LU0307460666.USD","BK1506","06869","BK1529","BK1149","BK1526","LU0588546209.SGD","00763","BK1523","BK1607"],"gpt_icon":0},{"id":"2533694986","title":"中芯國際盤中異動 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